Our Team

Serving Business Owners, Executives And Affluent Families

Lisa Goerres

Lisa serves as an Investment Associate with Whitnell’s investment team. Her duties include providing support to both the Chief Investment Officer and Senior Portfolio Managers. In this role, she is responsible for the day-to-day operations of the investment team.

Lisa enjoys the team oriented approach of Whitnell. She enjoys the part she plays with the Whitnell team, working to provide exceptional client service.

Lisa has more than 25 years experience in the financial services industry. Before joining Whitnell in 2010, Lisa worked with a financial planning firm for over 20 years.

Lisa graduated from Stagg High School and attended Moraine Valley College.